Purchases and Sales Made in Q1 2024 in Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P U.S GROWTH ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-308- 5.17% |
$31.1K - $36.3K
|
5.65K
$784K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-320- 33.93% |
$32.3K - $37.7K
|
623
$86.5K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-339- 0.64% |
$34.2K - $40K
|
52.5K
$7.29M
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-339- 13.82% |
$34.2K - $40K
|
2.11K
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-342- 1.49% |
$34.5K - $40.3K
|
22.7K
$3.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-345- 10.05% |
$34.8K - $40.7K
|
3.09K
$429K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-347- 3.25% |
$35K - $40.9K
|
10.3K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-355- 6.03% |
$35.8K - $41.9K
|
5.53K
$768K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-359- 53.74% |
$36.2K - $42.3K
|
309
$42.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-364- 10.7% |
$36.7K - $42.9K
|
3.04K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-409- 4.47% |
$41.3K - $48.2K
|
8.74K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-415- 2.79% |
$41.9K - $48.9K
|
14.4K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-423- 2.99% |
$42.7K - $49.9K
|
13.7K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-444- 3.6% |
$44.8K - $52.4K
|
11.9K
$1.65M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-461- 9.04% |
$46.5K - $54.4K
|
4.64K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-461- 1.46% |
$46.5K - $54.4K
|
31.1K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-480- 8.81% |
$48.5K - $56.6K
|
4.97K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-488- 2.05% |
$49.3K - $57.5K
|
23.3K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-488- 2.52% |
$49.3K - $57.5K
|
18.9K
$2.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-500Closed |
$50.5K - $59K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-502- 10.83% |
$50.7K - $59.2K
|
4.13K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-514- 0.07% |
$51.9K - $60.6K
|
706K
$98M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-527- 10.08% |
$53.2K - $62.1K
|
4.7K
$653K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-533- 18.62% |
$53.8K - $62.9K
|
2.33K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-540- 4.0% |
$54.5K - $63.7K
|
13K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-561- 8.8% |
$56.6K - $66.2K
|
5.81K
$807K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-576- 1.98% |
$58.1K - $67.9K
|
28.5K
$3.95M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-605- 3.11% |
$61.1K - $71.3K
|
18.8K
$2.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-691- 6.75% |
$69.8K - $81.5K
|
9.54K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-699- 11.59% |
$70.6K - $82.4K
|
5.33K
$740K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-705- 16.07% |
$71.2K - $83.1K
|
3.68K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-712- 9.2% |
$71.9K - $84K
|
7.02K
$975K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-715- 9.0% |
$72.2K - $84.3K
|
7.23K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-729- 26.82% |
$73.6K - $86K
|
1.99K
$276K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-736- 12.82% |
$74.3K - $86.8K
|
5K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-737- 7.79% |
$74.4K - $86.9K
|
8.72K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-777- 8.72% |
$78.4K - $91.6K
|
8.13K
$1.13M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-787- 6.05% |
$79.4K - $92.8K
|
12.2K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-800- 24.24% |
$80.8K - $94.3K
|
2.5K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-818- 9.02% |
$82.6K - $96.5K
|
8.25K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-823- 31.96% |
$83.1K - $97K
|
1.75K
$243K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-870- 8.17% |
$87.8K - $103K
|
9.78K
$1.36M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-899- 9.26% |
$90.8K - $106K
|
8.81K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-905- 11.61% |
$91.4K - $107K
|
6.89K
$956K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-911- 10.58% |
$92K - $107K
|
7.7K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-913- 0.93% |
$92.2K - $108K
|
97.5K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-924- 2.18% |
$93.3K - $109K
|
41.5K
$5.76M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-939- 13.29% |
$94.8K - $111K
|
6.13K
$851K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-958- 13.4% |
$96.7K - $113K
|
6.19K
$859K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-963- 9.27% |
$97.2K - $114K
|
9.42K
$1.31M
|